Citylife in Lichfield May 2024

Advertising Feature
Do you need a Financial Adviser?
What do you know about your pensions and pension options?
Do you have a plan for when you may be able to retire?
Would you like to discuss your plan with a Financial Adviser?
As an experienced local Financial Adviser I work with clients at all stages of their life to help them achieve their
financial goals.
You will get a personalised service that matches your needs, whatever they may be, as we are all individuals. I will
carry out a full fact find of your circumstances, fully investigate your current plans and policies and discuss your
priorities with you. I will ascertain where you want to be financially in the future and how I may be able to help you
get there. I will speak in clear terms and do my best to try and help you achieve your goals.
Financial Advice will cost you
money, but I aim to show you the
benefits and value of good quality
professional Financial Advice. Our
first meeting however will be at no
cost to you, without any obligation
to proceed any further. If you do
decide to proceed then the fees for
initial and ongoing advice will be
clearly explained and agreed with
you before any further work is
done.
The value of pensions and the
income they produce can fall as well
as rise. You may get back less than
you invested.
You can find me on the
Independent rating sites Unbiased
and Vouchedfor, via my website -
www.financialadviser.me.uk or the
Four Oaks website –
www.fouroaksfs.com
Give me a call at my office in
Shenstone on 0121 323 2070 or my
mobile 07968 504805.
I hope to hear from you soon.
Robin Place DipFA, CeLTCI, MLIBF
Certified Professional in
Financial Advice
robin@fouroaksfs.com
Approver Quilter Financial
Services Limited & Quilter
Mortgage Planning Limited
17/01/2024.
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